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TNGY

Tortoise Energy ETF
TNGY

87 hedge funds and large institutions have $282M invested in Tortoise Energy ETF in 2025 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 23 increasing their positions, 25 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

233% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 3

9% more funds holding

Funds holding: 80 → 87 (+7)

0.12% more ownership

Funds ownership: 56.19% → 56.31% (+0.12%)

3% less capital invested

Capital invested by funds: $289M → $282M (-$7.65M)

8% less repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 25

Holders
87
Holders Change
+7
Holders Change %
+8.75%
% of All Funds
1.06%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
10
Increased
23
Reduced
25
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
DADC
D.A. Davidson & Co
Montana
+$2.34M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$2.31M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$566K
4
IP
Ignite Planners
California
+$417K
5
MYIA
Mount Yale Investment Advisors
Colorado
+$251K

Top Sellers

1
Kovitz Investment Group Partners
Kovitz Investment Group Partners
Illinois
-$6.39M
2
Ameriprise
Ameriprise
Minnesota
-$3.96M
3
Bank of America
Bank of America
North Carolina
-$1.74M
4
MFG
Merit Financial Group
Georgia
-$554K
5
Citadel Advisors
Citadel Advisors
Florida
-$426K
Name Holding Trade Value Shares
Change 		Change in
Stake
Bank of America
1
Bank of America
North Carolina
$104M -$1.74M -191,094 -2%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$39.5M +$2.31M +253,649 +6%
DADC
3
D.A. Davidson & Co
Montana
$36.9M +$2.34M +256,531 +7%
Raymond James Financial
4
Raymond James Financial
Florida
$19.6M +$94.8K +10,411 +0.5%
UBS Group
5
UBS Group
Switzerland
$10.2M +$243K +26,677 +2%
Baird Financial Group
6
Baird Financial Group
Wisconsin
$6.26M -$141K -15,448 -2%
EWA
7
Exencial Wealth Advisors
Oklahoma
$4.97M +$94.3K +10,357 +2%
PFBT
8
Parkside Financial Bank & Trust
Missouri
$4.83M -$124K -13,608 -2%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$4.18M +$566K +62,160 +16%
WA
10
Waverly Advisors
Alabama
$3.65M -$21.5K -2,358 -0.6%
CAPTRUST Financial Advisors
11
CAPTRUST Financial Advisors
North Carolina
$3.42M -$262K -28,823 -7%
Northern Trust
12
Northern Trust
Illinois
$3.32M – – –
IP
13
Ignite Planners
California
$2.4M +$417K +45,797 +22%
Wealth Enhancement Advisory Services
14
Wealth Enhancement Advisory Services
Minnesota
$2.33M +$8.54K +938 +0.4%
LF
15
Lee Financial
Texas
$2.19M -$110K -12,033 -5%
LPL Financial
16
LPL Financial
California
$1.68M +$62.8K +6,893 +4%
SCM
17
SCS Capital Management
Massachusetts
$1.64M +$169K +18,508 +11%
Mariner
18
Mariner
Kansas
$1.56M -$60.2K -6,609 -4%
RBFC
19
Roman Butler Fullerton & Co
Missouri
$1.48M +$7.39K +812 +0.5%
Ameriprise
20
Ameriprise
Minnesota
$1.42M -$3.96M -434,584 -74%
OC
21
Oppenheimer & Co
New York
$1.39M +$53.4K +5,861 +4%
SPIA
22
Steward Partners Investment Advisory
New York
$1.34M +$22.4K +2,463 +2%
IFG
23
Independent Financial Group
California
$1.2M -$116K -12,724 -9%
DTC
24
Davidson Trust Company
Washington
$1.17M -$62.6K -6,873 -5%
HighTower Advisors
25
HighTower Advisors
Illinois
$1.15M -$14.5K -1,593 -1%
1
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TNGY Hedge Fund Activity: Q4 2025 in Review

87 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in Tortoise Energy ETF (TNGY) for Q4 2025, worth a combined $282M — down 2.6% from $289M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new TNGY positions and 3 closed out — a net gain of 7 holders — while 23 added to existing stakes and 25 trimmed.

The largest buyer was D.A. Davidson & Co, adding an estimated $2.34M. The largest seller was Kovitz Investment Group Partners, exiting entirely with an estimated $6.39M sold.

  • 87 institutional investors held Tortoise Energy ETF (TNGY) as of Q4 2025, up from 80 in Q3 2025.
  • Funds reported $282M of Tortoise Energy ETF stock for Q4 2025, down 2.6% quarter-over-quarter.
  • 10 funds opened new Tortoise Energy ETF positions in Q4 2025 and 3 closed out, a net change of +7 holders.
  • The largest Tortoise Energy ETF buyer in Q4 2025 was D.A. Davidson & Co, an estimated $2.34M added.
  • The largest Tortoise Energy ETF seller in Q4 2025 was Kovitz Investment Group Partners, an estimated $6.39M sold.

Based on aggregated 13F filings for Q4 2025.